This is an old revision of the document!

---

====== Setup Retail for Point of Sale ====== ===== Retail Setup Introduction ===== This section outlines the features that should be addressed to get the retail store POS up and running properly in a short amount of time. ==== Add Customers, Vendors and Suppliers ==== CCS Office Toolbar - CRM - Status Types Contacts should be entered that match the companies vendors, and manufacturers. If these contacts are in Microsoft Outlook they may be imported. After they are imported their status type and contact type should be updated since the outlook does not maintain these types. ==== Contact Types ==== CCS Office Toolbar - CRM - Contact Types Contacts can be of many types. Sales departments may filter out contact types to be dealt with by certain staff. Purchasing departments require contact types, vendors manufacturers. Resellers require customers. Medical Device Retailers require insurance companies, doctors and more. From the CRM Toolbar go to Contact Types, enter in the appropriate types the business uses. This list can be printed for user training and reference.